Forensic Analysis · Durable-Goods Wholesale · as of Nov 9, 2026

Arrow Electronics, Inc. (ARW)

A forensic read on Arrow Electronics, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

C · Mixed — selective

Forensic grade

Safe

Financial health

2.8

Distress distance

Forensic signals

9.3%

ROE

10.5%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Arrow Electronics, Inc. earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 2.8, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by shareholder returns.

What the filings flag

FCF ($37M)

FY2025

Shareholder returns. Returned $162M to shareholders (buybacks + dividends) in FY2025, but free cash flow was ($37M) after capex — there was no free cash flow to fund the payout from at all, though operating cash flow alone was $64M — 252% of that. The entire return is coming from debt or cash reserves, not cash the business itself generated — a harder case than returns merely running ahead of free cash flow, since here there was none to run ahead of.

6.8%

FY2025

Return on invested capital. Return on invested capital is 6.8% in the latest fiscal year and slipping across FY2023–FY2025 from 11.5%. After-tax operating profit was $1.1B in FY2023 and $652M in FY2025, with operating income at 4.4% of revenue in FY2023, 2.8% in FY2024 and 2.7% in FY2025. The capital base behind it went from $10.0B in FY2023 to $9.6B in FY2025 (-4%), while the revenue it carried went from $33.1B to $30.9B. FY2024's operating profit carried a $143M restructuring charge that alone took about 1.2 points off that year's return; FY2024 sits between the two ends of FY2023–FY2025, so the charge shapes the path between them without moving the change across it.

Key fundamentals

Latest Revenue$30.85B

Revenue Growth YoY+10.5%

Revenue CAGR (2yr)-3.5%

Net Margin1.9%

Free Cash Flow-$37.2M

Return on Equity9.3%

Debt / Equity0.47x

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Data from SEC EDGAR public filings · metrics as of Nov 9, 2026. Forensic signals flag probability, not certainty.

See a wrong number? Report an error with the filing it should match.